🚀Triggering a workflow
Test your workflow before deploying it
Choose a test sample by clicking on the start icon and then Change test sample. You can apply filters until you get to the record that is suitable for your workflow
Play workflow using the chosen test sample:
Automatically enrol records from your segment upon changes
Before deploying, choose the right enrolment conditions so that the workflow triggers for the right kind of records.
Change kinds
Added: Trigger on records that have been freshly added to the segment
Updated: Trigger on records that have one of their attributes updated
Removed: Trigger on records that have been removed from the segment
Run creation rule
Always enroll: Always triggers on records from the segment even if it has already been treated
Enroll once: Skip records from the segment if it has already been treated
If is not currently enrolled: Skip records if they are currently in the process of being treated by the workflow
Deploy, name and enable your workflow to enable it to automatically enrol records when the segment changes
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